Dawn E Smith

CFP®, ChFC®, CLTC®, CRPC®

Private Wealth Advisor
Chief Executive Officer of
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Crunch the numbers

    Use our financial calculators to explore various saving, investing and tax scenarios.
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  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
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  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
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Background and qualification information is available at FINRA's BrokerCheck website.

Build confidence in your financial future

Build confidence in your financial future Answer a few questions to see where you stand across key financial areas. Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow. Build confidence in your financial future

Honored to receive recognition from Working Mother

I'm proud to announce that I’m one of Working Mother magazine’s Top Wealth Advisor Moms for 2018-2020. The list spotlights top advisors across the U.S., and I’m honored that Working Mother chose to recognize me. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. I’d like to thank my hard-working team and our loyal clients for making this recognition possible!

My videos

6 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Keep an eye on the future

Working with a personal financial advisor who’s just as focused on you as they are on the markets can help you keep an eye on the future. (0:15)